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Disclosery

PATRON PARTNERS, LLC: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PATRON PARTNERS, LLC on WM, newest first. How the timeline and the estimate are built.

PATRON PARTNERS, LLC held 2,216 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,216 shares
    Change vs previous 13F +3 shares

    0.19% of the 13F portfolio, value $493,998.

    13F-HR 0001841768-26-000004 filed by PATRON PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,213 shares
    Change vs previous 13F -149 shares

    0.22% of the 13F portfolio, value $508,424.

    13F-HR 0001841768-26-000002 filed by PATRON PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,362 shares
    Change vs previous 13F +162 shares

    0.23% of the 13F portfolio, value $518,897.

    13F-HR 0001841768-26-000001 filed by PATRON PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,200 shares
    Change vs previous 13F +6 shares

    0.22% of the 13F portfolio, value $485,920.

    13F-HR 0001841768-25-000007 filed by PATRON PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,194 shares
    Change vs previous 13F -20 shares

    0.25% of the 13F portfolio, value $502,061.

    13F-HR 0001841768-25-000003 filed by PATRON PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,214 shares
    Change vs previous 13F -41 shares

    0.28% of the 13F portfolio, value $512,544.

    13F-HR 0001831263-25-000003 filed by PATRON PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,255 shares
    Change vs previous 13F +2 shares

    0.25% of the 13F portfolio, value $454,973.

    13F-HR 0001841768-25-000001 filed by PATRON PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,253 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $467,815.

    13F-HR 0001831263-24-000007 filed by PATRON PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).